Wells Fargo Special Fund Quote
| WFMDX Fund | USD 46.79 0.20 0.43% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wells Fargo is trading at 46.79 as of the 20th of March 2025; that is 0.43 percent up since the beginning of the trading day. The fund's open price was 46.59. Wells Fargo has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the manager defines as securities of companies with market capitalizations within the range of the Russell Midcap Index at the time of purchase.. More on Wells Fargo Special
Moving against WELLS Mutual Fund
WELLS Mutual Fund Highlights
| Fund Concentration | Allspring Global Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Allspring Global Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Wells Fargo Special [WFMDX] is traded in USA and was established 20th of March 2025. Wells Fargo is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Allspring Global Investments family. This fund at this time has accumulated 12.43 B in net assets with no minimum investment requirementsWells Fargo Special is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.01%, while the total return for the last 3 years was 6.44%.
Check Wells Fargo Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WELLS Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WELLS Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wells Fargo Special Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wells Fargo Special Mutual Fund Constituents
| L | Loews Corp | Stock | Financials | |
| J | Jacobs Solutions | Stock | Industrials | |
| AEP | American Electric Power | Stock | Utilities | |
| CSL | Carlisle Companies Incorporated | Stock | Industrials | |
| INVH | Invitation Homes | Stock | Real Estate | |
| AER | AerCap Holdings NV | Stock | Industrials | |
| BRO | Brown Brown | Stock | Financials | |
| CBRE | CBRE Group Class | Stock | Real Estate |
Wells Fargo Special Risk Profiles
| Mean Deviation | 0.7554 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Risk Adjusted Performance | (0.13) |
Wells Fargo Against Markets
Other Information on Investing in WELLS Mutual Fund
Wells Fargo financial ratios help investors to determine whether WELLS Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WELLS with respect to the benefits of owning Wells Fargo security.
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